SJS Investment Services

06/18/2026

We are pleased to recognize Chris Taylor as Chief Operating Officer of SJS Investment Services.

Chris plays a vital role in leading the operational strategy of our firm, helping drive efficiency, scalability, and organizational growth. His leadership and experience have already made a meaningful impact as we continue building for the future.

We are grateful for Chris's contributions and look forward to the continued leadership and insight he brings to SJS.

06/16/2026

As SJS continues to evolve, we are committed to making strategic leadership decisions that support our long-term vision and ensure our team members' roles reflect the impact they have on our firm's success.

We are pleased to announce that Senior Advisor Andrew Schaetzke has been named Managing Director, Strategy.

Andrew's leadership, innovative thinking, and commitment to the future of SJS have been instrumental in guiding our firm's growth and strategic direction. His broad expertise and ability to navigate opportunities and challenges alike continue to help position SJS for long-term success.

This recognition reflects the significant role Andrew plays in shaping our future and supporting the continued evolution of our firm.

Please join us in congratulating Andrew on this exciting milestone.

06/15/2026

At SJS, we strive to understand more than just your portfolio’s holdings and performance. We take the time to learn about the goals and milestones that matter most to you—the vintage car you’ve always dreamed of driving, the lake house filled with family summers, college graduations, and the flowers on a special wedding day.

In our latest blog post, Associate Advisor Katie Floyd shares how a long-term relationship with a trusted advisor can help ensure your wishes are understood, coordinated, and carried out over time—giving you confidence that your financial plan reflects what matters most.

Long-term financial planning depends on continuity and trust. Learn why lasting advisor relationships can improve outcomes.

06/12/2026

We were thrilled to volunteer at the kickoff of Watershed Weekend with Metroparks Toledo.

This community celebration along the Glass City Riverwalk marks the halfway point of the Riverwalk project, bringing people together to experience the progress being made along the Maumee River.

Our team helped distribute Kirsten Clark "Keep Cups" — reusable water bottles that encouraged attendees to refill at water stations throughout the event, helping reduce single-use plastic waste.

We're grateful for the opportunity to support an event that celebrates community, sustainability, and connection—along with a special appearance from Timber, the therapy dog with the Metroparks Rangers.

Be sure to check out the 2 new parks – The Bend and International Cove – along with the full Watershed Weekend schedule of events: https://metroparkstoledo.com/learn-and-play/watershed-weekend/full-schedule/

06/11/2026

As SJS continues to grow, we are making strategic leadership decisions that position our firm for the future while recognizing the individuals who have helped shape our success along the way.

We are proud to announce that Jeff Yost now holds the title of Managing Director, Client Services.

As one of our longest-tenured team members, Jeff has played a vital role in building and strengthening our Client Services team. His commitment to our clients, deep institutional knowledge, and dedication to excellence have helped define the experience we strive to deliver every day.

This recognition reflects both Jeff’s longstanding contributions and the leadership he continues to provide as we look toward the future of SJS.

Please join us in congratulating Jeff on this well-deserved achievement.

06/10/2026

SpaceX is preparing for its initial public offering (IPO) on June 12th, in what is anticipated to be the largest IPO in history.

While SpaceX is undoubtedly a strong and innovative business, the key question for investors is whether it will be a great investment moving forward.

Chief Investment Officer Tom Kelly shares the SJS perspective in our latest blog post: https://www.sjsinvest.com/blog/will-the-spacex-ipo-nail-the-landing

06/09/2026

Recognizing the people who help make SJS what it is today is one of the most rewarding parts of our growth journey.

As SJS continues to expand, we are committed to ensuring our team members hold titles that reflect their leadership, expertise, and dedication to our core values. We are excited to announce that Senior Advisor Jennifer Smiljanich, CFP has been named Managing Director, Advisory Services.

Jennifer’s passion for serving clients, supporting her colleagues, and leading with integrity has made a significant impact on our firm. This recognition reflects the exceptional leadership and commitment she brings to SJS every day.

Congratulations, Jennifer, on this well-earned accomplishment!

06/08/2026

Feeling a bit like life is too full and too busy? Does it seem like there’s never enough time in the day to do everything that you need to do?

As a professional, spouse, daughter, board member, and parent of three teenagers, Jennifer Smiljanich, CFP®, Managing Director, Advisory Services, shares our book club insights from "Slowing Down to the Speed of Joy" by Matthew Kelly.

Feeling overwhelmed by life's endless demands? Learn practical ways to help you slow down, practice gratitude, and focus on what matters most for a more joyful and intentional life.

06/02/2026

As life grows, finances usually do too. More responsibilities, more accounts, more decisions, and more pressure to make the right calls can turn a once-simple financial life into something that feels harder to manage.

Learn how a coordinated plan can turn a long list of financial questions into a clearer path forward in our latest blog post.

Comprehensive financial planning brings more clarity to complex financial lives. Learn how coordinated planning can reduce stress and uncertainty.

05/20/2026

Selling a business is more than a financial transaction — it’s a major life transition.

After a liquidity event, business owners are often faced with new questions around taxes, investing, lifestyle, legacy, and what comes next personally and financially.

In our latest blog, we explore some of the financial and emotional considerations that can arise after the sale of a business and why advance planning can play an important role in preparing for the next chapter.

Liquidity event planning can help business owners transition confidently after a sale. Learn how to align wealth, taxes, and life goals.